Multiple ways to sign a standard workflow

  • Thursday 29th October 2020

Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to sign the workflow which are more easy and time saving.

Below are the ways to sign a workflow.

*Manual signature.

*Landing page signature.

*Workflow monitor.

*Signature from link.

MANUAL SIGNATURE:

This is the basic way to sign a particular record which we have already introduced. Here user manually goes to the particular transaction, searches the record, clicks on signature button and makes the signature.

Fig1: Manual signature

LANDING PAGE SIGNATURE:

We have a standard landing pages for some modules in X3 i.e. sales workflow and purchase workflow. In these landing pages we get all essential information of a particular record such as record number, business partner, amount, sender etc. It has an action button form where we are allowed to accept or reject the particular record.

Fig2: Landing Pages

WORKFLOW MONITOR:

We can also perform signature from workflow monitor.

Navigation: USAGE -> USAGE -> WORKFLOW MONITOR.

You can select the entry transaction according to your module.

Fig3: Signature from Workflow monitor

As in above figure we can see we also have the information of the record and we have action button where we can select the signature option and accept or reject a particular record.

SIGNATURE FROM LINK:

As we know when a workflow is triggered a notification is been sent to the recipient that notify them to sign a record. As we can see the kind of link recipient receives in the email.  

Fig4: Link we receive on email

But if user want to sign from the link, they’ll have to do the below steps once before the workflow is triggered. When we click on the link, it redirect to a webpage which shows a message as shown in the below screenshot.

Fig5: After clicking link
  1. Navigate SETUP -> GENERAL PARAMETER -> PARAMETER VALUE ->SUPERVISOR

Jump to the details for WRK group and set a directory (path) into the WRKRMTDIR parameter as shown in the below screenshot.

target=”_blank” rel=”noopener noreferrer”>
Fig6: Directory Path

2. Create a recurring task of the standard task ‘AWRKSIG’ and make sure this batch task is created and is running in background before we click on the link.

target=”_blank” rel=”noopener noreferrer”>
Fig7: Recurring Task screen

What happens is when we click on the link, a file with .lka extension get created in the directory which is set in the WRKRMTDIR parameter (refer the below figure) and the batch AWRKSIG picks these files and verifies the type of file (i.e. can be for VALIDATION or REJECTION) and processes the signature accordingly.

target=”_blank” rel=”noopener noreferrer”>
Fig8: .lka file example

Hence above are all the various ways to perform signature in workflow which helps user to do signature in more convenient way.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.



NEWSLETTER